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Athena Behavioral Tactical I ATVIX

Quantitative rating as of
  • NAV / 1-Day Return 9.74  /  0.10 %
  • Total Assets 35.7 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.690%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.17%
  • Turnover 230%

Morningstar’s Analysis ATVIX

Will ATVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong Process Pillar rating isn't sufficient for Athena Behavioral Tactical I to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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